Logistics sector revenue is poised for healthy growth in the June quarter. This expansion is driven by e-commerce demand and increased supply-chain outsourcing. However, elevated fuel costs and pricing pressures may impact profitability across companies. Container Corporation of India and Delhivery anticipate revenue increases with margin challenges. Blue Dart Express and TCI also expect revenue growth, with fuel prices being key.
Motilal Oswal sees surging steel prices to offset cost inflation for metal majors. Here are its top stock picks
Motilal Oswal expects firm steel prices, lean inventories and resilient demand to support a shift toward pricing- and cost-led earnings growth for domestic steelmakers. The